$Qualcomm(QCOM)$$Applied Materials(AMAT)$ Very cheap. What’s happened in the past 3 months as this was soaring in June? I know some of it has been the apple is gonna drop them story but that’s been the story for years now and they’re still very dependent on qcom chips. I think there are a few really good companies that are extremely good value in the semi space but they are lagging behind several others on the rebound! Qcom, amat etc.
🎁Industry & Stock Picks: Harris vs. Trump Favorables in 2024
Watch the the first debate between the U.S. presidential candidates, Harris vs. Trump, HERE.This is their first face-to-face encounter on the debate stage.This debate could become a pivotal moment in the 2024 presidential race, providing voters with a direct comparison of the two candidates' policies and personalities.Who you are more acceptable？The recent polls show that as of September 9, Harris holds a slight edge with 47.1% support among registered voters, while Trump is at 44.4%. The gap between them is just 2.7%.https://projects.fivethirtyeight.com/As the campaign heats up, both candidates are working hard to shape their images and highlig
$Broadcom(AVGO)$I trimmed AVGO above $165, that I bought back some of what I trimmed under $155, and that I would buy more AVGO if it fell below $142. So, NOW I increased my position in AVGO by 33%, bringing my largest holding up to the full, over-weighted position that I once held. Big gainer for me. I think this will drop to 130 again, maybe even lower.Because semis are getting crushed, I also took advantage of the opportunity to buy more $Advanced Micro Devices(AMD)$$Micron Technology(MU)$$Applied Materials(AMAT)$$Qualcomm(QCOM)$. These chips are es
September's irrational self-fulfilling cycle: Basically with growth that we have seen TTM for semiconductor giants, they have been delivering better results than last year but the speculations on declined growth tend to focus too much on quarterly result. If we look at the following table, NVDA's latest quarter earning might not be a big winner but TTM growth is at 193% vs 125% last year, the stock price growth in 2023 was 239%. The recent irrational selling questioning the valuation is caused by short sellers and fear mongers spreading fake news. NVDA's P/E in 2024 is at 89 compared to 284 in 2023. Next for AMAT, in 2023 we saw a return of 67.98%. But for this year, it has improved in EPS TTM and gross margin. We are currently only seeing a limited return at 11.8%. The worst is for A
Applied Materials, Inc. is a materials engineering solutions provider. The Company provides manufacturing equipment, services and software to the semiconductor, display and related industries. Its segments include Semiconductor Systems, Applied Global Services (AGS), and Display and Adjacent Markets. Semiconductor Systems segment develops, manufactures and sells a range of manufacturing equipment used to fabricate semiconductor chips, also referred to as integrated circuits (ICs). AGS segment provides integrated solutions to optimize equipment and fab performance and productivity, including spares, upgrades, services, remanufactured earlier generation equipment and factory automation software for semiconductor, display and other products. Display and Adjacent Markets segment is comprised of products for manufacturing liquid crystal displays (LCDs), organic light-emitting diodes (OLEDs), and other display technologies for monitors, smart phones, and other consumer-oriented devices.
08-22
Quarterly Report
Form 10-Q - Quarterly report [Sections 13 or 15(d)]